Special offer: Save 15% on your first order with code WELCOME15

Office Compliance Consultation

About this product

A focused session covering EFIN/PTIN requirements, due-diligence, record retention, and the WISP — so nothing catches you off guard.

You might also need

WISP Assistance

WISP Assistance

IRS-required Written Information Security Plan built for your office — $299.

$299
Security Review

Security Review

A hands-on review of your office's data security posture against IRS/FTC requirements — $499.

$499